Understand Bitcoin's place in the future of finance.
Created 05 Feb 2020
  • Ecoinometrics - Waiting for an ETF
    22 Sep 2021 • 4 min read • 14 0
    This fall the SEC will, once more, examine the prospect of approving a Bitcoin ETF in the US. Investors hope that an approval will give a big boost to BTC. But this is not guaranteed. So let’s think a...
  • Ecoinometrics - Retail FOMO
    20 Sep 2021 • 4 min read • 14 2
    This halving cycle started pretty well for Bitcoin. During one whole year BTC outperformed the growth trajectory of the previous cycle. But now it is lagging behind. Is it the fate of the lengthening ...
  • Ecoinometrics - Inflation worries
    15 Sep 2021 • 4 min read • 20 1
    Let me just check something in the dictionary real quick. Transitory (adjective) Continuing for only a short time. Synonyms: fleeting, temporary. Right, so I guess that doesn't really apply to inflati...
  • Ecoinometrics - Realized Value
    13 Sep 2021 • 6 min read • 17 11
    Not everyone is a long term Bitcoin hodler who just DCA every single day while waiting for BTC to dethrone GLD. Some investors will look for good entry points to deploy more capital. Others will want ...
  • Ecoinometrics - Who is Hodling?
    08 Sep 2021 • 4 min read • 17 0
    Since yesterday Bitcoin is legal tender in El Salvador. I don’t expect the US, the EU or China to follow suit any time soon. But clearly something is going on and it is more likely than ever that Bitc...
  • Ecoinometrics - Ethereum, Bitcoin and the Flippening
    06 Sep 2021 • 4 min read • 11 0
    Ethereum is on the rise. In just a few months its market cap jumped from 20% of that of Bitcoin to 50%. What’s driving the move? Is it sustainable? Is there going to be a flippening? The Ecoinometrics...
  • Ecoinometrics - Monetary regime risk
    01 Sep 2021 • 4 min read • 16 0
    When central banks pump trillions of dollars into the financial system it is easy to feel like an investment genius. The strategy is simple: stonks go up. But with inflation running a bit hot, we migh...
  • Ecoinometrics - Dealing with divergences
    30 Aug 2021 • 5 min read • 14 0
    The long term Bitcoin accumulation trend that led to the price bouncing off from $30k is still healthy. But recently whales and small fish have started to behave differently. Is it time to worry about...
  • Ecoinometrics - Wen flippening?
    25 Aug 2021 • 3 min read • 13 0
    Here is the question: under some reasonable assumptions, when can we expect Bitcoin to become more valuable than any publicly traded company? Let’s do some back of the envelope estimations... The Ecoi...
  • Ecoinometrics - This time is different
    23 Aug 2021 • 4 min read • 17 4
    Here we go, as I write those lines Bitcoin is crossing above $50k! Of course it isn’t the first time. BTC crossed above $50k first in February, then in March, and later April. We know what happened ne...
  • View More on Substack »